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State Street SPDR Portfolio Short Term Corporate Bond ETF

433 hedge funds and large institutions have $123B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 197 increasing their positions, 126 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 126

9% more capital invested

Capital invested by funds: $114B → $123B (+$9.79B)

8% more funds holding in top 10

Funds holding in top 10: 4043 (+3)

2.83% less ownership

Funds ownership: 73.16%70.33% (-2.8%)

5% less funds holding

Funds holding: 457433 (-24)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

Holders
433
Holders Change
-24
Holders Change %
-5.25%
% of All Funds
7.58%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.75%
New
29
Increased
197
Reduced
126
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Mascoma Wealth Management
New Hampshire
$4.62M -$8.32K -266 -0.2%
SLA
127
Silver Lake Advisory
Utah
$4.61M +$36.7K +1,172 +0.8%
Creative Planning
128
Creative Planning
Kansas
$4.59M -$2.16M -68,948 -32%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$4.58M +$310K +9,902 +7%
SCA
130
STALEY CAPITAL ADVISERS
Pennsylvania
$4.55M +$105K +3,350 +2%
RCG
131
Rock Creek Group
District of Columbia
$4.54M
BIA
132
Bell Investment Advisors
California
$4.53M +$4.53M +144,866 New
EM
133
Excalibur Management
Massachusetts
$4.46M +$317K +10,150 +8%
ZIM
134
Zacks Investment Management
Illinois
$4.38M +$7.32K +234 +0.2%
PIM
135
Penobscot Investment Management
Massachusetts
$4.37M +$1.79M +57,175 +69%
MML Investors Services
136
MML Investors Services
Massachusetts
$4.29M +$864K +27,641 +25%
CA
137
CSM Advisors
Pennsylvania
$4.18M
NRA
138
NSI Retail Advisors
Pennsylvania
$4.18M
EAM
139
Eukles Asset Management
Ohio
$4.14M +$294K +9,415 +8%
ATFA
140
All Terrain Financial Advisors
Minnesota
$4.09M +$298K +9,533 +8%
EWM
141
Empirical Wealth Management
Washington
$4.09M -$177K -5,669 -4%
AI
142
Atria Investments
North Carolina
$4.08M +$873K +27,927 +27%
AssetMark Inc
143
AssetMark Inc
California
$4.01M -$85.7K -2,742 -2%
HVIA
144
Hudson Valley Investment Advisors
New York
$3.93M +$147K +4,685 +4%
FFG
145
Fullen Financial Group
Ohio
$3.79M +$4.72K +151 +0.1%
NAS
146
Nicolet Advisory Services
Wisconsin
$3.78M -$372K -11,905 -9%
LFG
147
Larson Financial Group
Missouri
$3.71M -$48.3K -1,544 -1%
WCA
148
Westover Capital Advisors
Delaware
$3.69M -$969 -31 -0%
CM
149
Columbus Macro
Pennsylvania
$3.69M +$34.1K +1,090 +0.9%
EGA
150
Eagle Global Advisors
Texas
$3.67M -$83.7K -2,675 -2%

SPSB Hedge Fund Activity: Q3 2021 in Review

433 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q3 2021, worth a combined $123B — up 8.6% from $114B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of SPSB and 29 opened new positions — a net loss of 10 holders — while 126 trimmed existing stakes and 197 added.

The largest buyer was Brown Brothers Harriman & Co, adding an estimated $46.8M. The largest seller was BlackRock, cutting an estimated $230M.

  • 433 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q3 2021, down from 457 in Q2 2021.
  • Funds reported $123B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q3 2021, up 8.6% quarter-over-quarter.
  • 29 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q3 2021 and 39 closed out, a net change of -10 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q3 2021 was Brown Brothers Harriman & Co, an estimated $46.8M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q3 2021 was BlackRock, an estimated $230M sold.

Based on aggregated 13F filings for Q3 2021.